Charles Ruffel Biography and Net Worth

Director of Charles Schwab


Mr. Ruffel is the founder and managing partner of Kudu Investment Management, LLC, a private equity firm. He served as Chief Executive Officer and managing partner of Kudu Advisors, LLC, an investment banking company, from 2009 to 2015. He was the founder and Chief Executive Officer of Asset International, Inc., an information provider in the field of asset management, retirement, and bank services, from 1989 to 2010. He served as a trustee of Schwab Strategic Trust from 2009 to 2018 and as a trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust and Schwab Annuity Portfolios, Laudus Trust and Laudus Institutional Trust from 2015 to 2018. He has served as a member of the Board of Directors of Charles Schwab Bank, SSB since 2018. Mr. Ruffel served as a member of the Board of Directors of Aspire Financial Services, LLC, a financial services and retirement planning company, from 2012 to 2019. Mr. Ruffel is a nominee for election this year.

Mr. Ruffel brings financial and leadership experience to the board, having served as Chief Executive Officer of Kudu Advisors, LLC and Asset International, Inc. He brings insight to the board from his service as a trustee of numerous asset management funds of the company.

What is Charles A. Ruffel's net worth?

The estimated net worth of Charles A. Ruffel is at least $272,437.56 as of August 17th, 2023. Mr. Ruffel owns 3,386 shares of Charles Schwab stock worth more than $272,438 as of November 21st. This net worth approximation does not reflect any other assets that Mr. Ruffel may own. Learn More about Charles A. Ruffel's net worth.

How do I contact Charles A. Ruffel?

The corporate mailing address for Mr. Ruffel and other Charles Schwab executives is 211 MAIN STREET, SAN FRANCISCO CA, 94105. Charles Schwab can also be reached via phone at (817) 859-5000 and via email at [email protected]. Learn More on Charles A. Ruffel's contact information.

Has Charles A. Ruffel been buying or selling shares of Charles Schwab?

Charles A. Ruffel has not been actively trading shares of Charles Schwab within the last three months. Most recently, on Thursday, August 17th, Charles A. Ruffel bought 833 shares of Charles Schwab stock. The stock was acquired at an average cost of $60.55 per share, with a total value of $50,438.15. Following the completion of the transaction, the director now directly owns 3,386 shares of the company's stock, valued at $205,022.30. Learn More on Charles A. Ruffel's trading history.

Who are Charles Schwab's active insiders?

Charles Schwab's insider roster includes Walter Bettinger (CEO), Marianne Brown (Director), Marie Chandoha (CEO), Bernard Clark (EVP), Jonathan Craig (EVP), Peter Crawford (CFO), Joan Dea (Director), Christopher Dodds (Director), Mark Goldfarb (Director), William Haraf (Director), Frank Herringer (Director), Terri Kallsen (EVP), Joseph Martinetto (COO), Stephen McLin (Director), Peter Morgan, III (EVP), Nigel Murtagh (EVP), Todd Ricketts (Director), Charles Ruffel (Director), Charles Schwab (Chairman), Carolyn Schwab-Pomerantz (Director), Paula Sneed (Director), Roger Walther (Director), Paul Woolway (Managing Director, Chief Banking Officer), and Richard Wurster (President). Learn More on Charles Schwab's active insiders.

Are insiders buying or selling shares of Charles Schwab?

In the last twelve months, Charles Schwab insiders bought shares 2 times. They purchased a total of 35,000 shares worth more than $2,277,000.00. In the last twelve months, insiders at the financial services provider sold shares 43 times. They sold a total of 1,102,182 shares worth more than $78,700,415.38. The most recent insider tranaction occured on November, 18th when Director Christopher V Dodds sold 9,284 shares worth more than $755,996.12. Insiders at Charles Schwab own 6.6% of the company. Learn More about insider trades at Charles Schwab.

Information on this page was last updated on 11/18/2024.

Charles A. Ruffel Insider Trading History at Charles Schwab

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
8/17/2023Buy833$60.55$50,438.153,386View SEC Filing Icon  
2/16/2023Sell5,176$80.88$418,634.8812,073View SEC Filing Icon  
2/4/2021Buy3,636$54.08$196,634.88
7/22/2020Buy2,854$34.91$99,633.147,751View SEC Filing Icon  
4/27/2020Buy2,460$37.08$91,216.804,355View SEC Filing Icon  
5/3/2019Buy2,500$46.10$115,250.00788View SEC Filing Icon  
See Full Table

Charles A. Ruffel Buying and Selling Activity at Charles Schwab

This chart shows Charles A Ruffel's buying and selling at Charles Schwab by year and by quarter.

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Charles Schwab Company Overview

Charles Schwab logo
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
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Today's Range

Now: $80.46
Low: $79.42
High: $80.52

50 Day Range

MA: $69.79
Low: $61.74
High: $81.40

2 Week Range

Now: $80.46
Low: $55.42
High: $82.50

Volume

5,789,516 shs

Average Volume

8,249,559 shs

Market Capitalization

$143.19 billion

P/E Ratio

31.43

Dividend Yield

1.25%

Beta

0.96